Financial Planning for Those Retiring in 5-10 Years: The Podcast
If you’re within 5–10 years of retirement, this podcast is for you. Kolin breaks down the real financial decisions, beyond just returns, that can help you work towards reaching your financial goals.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Nodaway Valley Bank (NVB) and Nodaway Valley Investment Services™ (NVIS) <u> are not </u> registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using the name NVIS, and may also be employees of NVB. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, NVB or NVIS. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value
Financial Planning for Those Retiring in 5-10 Years: The Podcast
Latest Episodes
What Your Investment Statement Doesn't Tell You | Episode 18
Your investment statement is great to look at to see how your investments have done, but it does not tell you the entire picture of your retirement. Your investment statement lacks the necessary details that can affect your retirement. This epi...
What Happens If The Market Crashes Right When You Retire? | Episode 17
In this episode I talk about something called "Sequence of Returns Risk". What happens if your portfolio falls in your first year of retirement? What happens if the market has consecutive negative years early in your retirement or right before ...
The Hidden Tax Cost of Mutual Funds | Episode 16
In this episode I talk about the hidden tax cost of mutual funds when held inside of a taxable account. I want to make it clear that I am not stating mutual funds are bad. I hold them for clients, along with ETFs. However, I wanted to talk abou...
Medicare Claiming at 65: How it Works & What to Be Aware Of | Episode 15
In this episode, Kolin talks all things Medicare.What Medicare isHow Medicare WorksWhen to Claim MedicareThe Different Parts of MedicareWhat is IRMAA and How Does It WorkWhat Are Some Mis...
Walking Through A Retirement Plan For A Client (High Level Overview) | Episode 14
In this episode I walk through what it is like to start working with me as a client. I talk through an example of John and Sarah, and the things that I found/helped guide them through as we started working together. Financial planning encompass...